# Three Oaks Partners Investment Counsel LLC

> Three Oaks Partners Investment Counsel LLC is a state-registered investment advisory firm in Clearwater, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 333279
- Filed as: THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333279
- AdvisorCensus page: https://advisorcensus.com/firm/three-oaks-partners-investment-counsel-llc-clearwater-fl-333279

## Quick answers

**How is Three Oaks Partners Investment Counsel LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Three Oaks Partners Investment Counsel LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Three Oaks Partners Investment Counsel LLC located?**
Three Oaks Partners Investment Counsel LLC's principal office is in Clearwater, FL, according to its Form ADV.

**Is Three Oaks Partners Investment Counsel LLC registered with the SEC or a state?**
Three Oaks Partners Investment Counsel LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333279.

**How much does Three Oaks Partners Investment Counsel LLC manage?**
Three Oaks Partners Investment Counsel LLC reports $6,010,012 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Three Oaks Partners Investment Counsel LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (3); corporations or other businesses not listed above (2).

**Does Three Oaks Partners Investment Counsel LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333279

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,010,012
- Discretionary: $6,010,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,540,000 |
| High net worth individuals | 3 | $3,300,000 |
| Charitable organizations | 1 | $12 |
| Corporations or other businesses not listed above | 2 | $170,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 3oakspartners.com
- LinkedIn @106254338

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Three Oaks Partners Investment Counsel LLC (CRD 333279): Form ADV filing data as of October 2026.